Entegris (ENTG) Positions to Benefit From Rebounding Wafer Starts and Memory Capex

Artisan Mid Cap Fund, managed by Artisan Partners, has added Entegris, Inc. (NASDAQ:ENTG) to its portfolio in its Q2 2026 investor letter. The semiconductor supplier is positioned to benefit from rebounding wafer starts and memory capex, with long-term content growth potential driven by node transitions, materials innovation, and advanced packaging.

The company's recent results, including improving visibility into fab construction demand and progress on deleveraging, affirm the fund's thesis. Despite being not among the 40 Most Popular Stocks Among Hedge Funds, Entegris has gained attention from investors due to its potential in the AI sector and the onshoring trend.

Brief written by urgent.news from Yahoo Finance's own syndicated text. Machine-written — may contain errors; check the original before relying on it.